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Added 8 mins ago
Payroll Manager - Michels Canada
Michels Corporation
Nisku, AB
The Payroll Manager is responsible for leading payroll operations and ensuring the accurate, timely, and compliant administration of payroll processes across the organization. This role…
Added 19 mins ago
T
Personal Banking Associate Trainee - Ajax and Pickering
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Toronto, ON · Scarborough, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 19 mins ago
JS
Assistant Store Manager
JD Sports Canada
Robson, BC
- $50,000 to $60,000 CAD / year
- Full-time
Our Retail team is is looking for an Assistant Store Manager at our Robson Street location! Come join our quickly growing and developing team at JD Sports Canada. Main responsibilities…
Added 19 mins ago
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Great Talent & Development Programs (Managers Taking Flight – for new or aspiring managers, OneFlywire Career Mobility)
Added 21 mins ago
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Added 39 mins ago
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Added 51 mins ago
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Reporting to the Underwriting Manager, Financial Institutions and Professional Liability, you will regularly interact with the market, utilizing The Zurich Way of Underwriting Framework to…
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Added 54 mins ago
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Added 54 mins ago
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Manager Practitioner Staff Affairs Northeast
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Added 54 mins ago
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Added 54 mins ago
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Personal Banking Associate Trainee - Ajax and Pickering
TD
Ajax, ON · Pickering, ON · Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 54 mins ago
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Libro Credit Union

Personal Relationship Manager - Listowel

Listowel, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 15, 2026
Experience: 3+ years of experience in personal banking, relationship management, lending, and financial advisory.
Posting language: English
Posted: Oct 16, 2026

Original job description

Career Opportunity

Libro Credit Union is growing!

Join Libro Credit Union as a Personal Relationship Manager in our Listowel Branch

At Libro Credit Union, every employee and every customer are members. Everything we do is about strengthening financial well-being for a better tomorrow.

As a Certified B Corporation©, we use business as a force for good. That means:

Empowering people to live their most fulfilled lives.
Supporting businesses and communities to thrive.
Caring for the planet and economic growth through sustainable practices.

Libro invests in our employee’s development and career ambitions. We value candidates who are accountable, courageous, inclusive, driven to perform and have a passion for supporting people, local business and communities in strengthening their financial well-being.

We are currently hiring a Personal Relationship Manager to support our Listowel Branch. This job posting is for a newly created position.

The Personal Relationship Manager (PRM) is a key role within Libro Credit Union, responsible for managing and growing a portfolio of high-value members with complex financial needs. The PRM serves as a dedicated, single point of contact, providing comprehensive financial solutions across lending, day-to-day banking, and advisory services, and investments including Aviso wealth solutions. 

This role requires a deep understanding of personal financial management, business development, and relationship management. The PRM proactively builds and deepens long-term member relationships, driving portfolio growth through exceptional service, tailored financial advice, and the consolidation of financial services. The role also involves collaborating with internal specialists to address complex member needs, ensuring a seamless and integrated financial experience. 

The Role

Manage a defined portfolio of high-value and high-potential members, acting as the primary point of contact for their financial needs.
Provide expert-level financial advice and solutions, including personal lending, home equity lines of credit, mortgages, day-to-day banking, and investment transactions.
Proactively identify opportunities to consolidate financial services, driving member loyalty and long-term value.
Deliver personalized, solutions-based financial advice tailored to meet the unique needs of high-value members engaging specialists when member needs require advanced expertise.
Consistently identify internal opportunities within the branch portfolio to grow investment, lending, and deposit balances.
Engage in targeted outbound business development efforts to attract new high-value members.
Maintain a clear understanding of Libro’s financial products and services, identifying cross-sell and up-sell opportunities to maximize member value.
Provide mutual fund investment advice directly to members within the portfolio, ensuring alignment with their financial goals referring complex planning needs to Financial Planners as appropriate.
Champion a consolidated financial services approach by integrating banking, lending, and investment solutions for high-value members.

What We’re Looking For

Bachelor's degree or diploma in business, finance, or a related field.
Mutual Funds license.
3+ years of experience in personal banking, relationship management, lending, and financial advisory.
Experience in portfolio growth, business development, financial services consolidation and managing complex financial needs for high-value clients.
A passion for helping people grow their financial well-being.
Display Libro’s values of Accountability, Courage, High Performance and Inclusive Mindset.

We Offer Total Reward Programs to Set You Up for Success In & Outside of Work:

Competitive salaries, benefit packages, pension plans, & incentive programs, that value your dedication.
Generous vacation time. 
Employee wellness program, Employee & Family Assistance Program, fitness club discounts, technology offers, travel and entertainment deals.  
Dedicated staff banking specialists to support strengthening your own financial well-being! Staff accounts and staff rates on products and services. 
We believe in developing internal talent. Unlock your potential with tuition assistance and opportunities for advancement.
If you're passionate about helping your community, interested in being part of a remarkable team, and want to do your part to strengthen financial well-being for a better tomorrow - we want to hear from you!

Libro is committed to fostering a safe, healthy, and inclusive work environment that inspires respect. As an inclusive employer we are committed to providing a fully accessible recruitment process. Email us at careers@libro.ca any time during the recruitment process to let us know what supports you may need to be successful.

Please note the expected salary range for this role is available on the Libro Careers site, where candidates are required to apply.

Apply About employer

More about this job

Responsibilities

Manage a portfolio of high-value and high-potential members as their primary financial contact, providing tailored advice across lending, banking, and investments. Grow the portfolio through relationship development, targeted outreach, service consolidation, and collaboration with internal specialists.

Requirements

A bachelor's degree or diploma in business, finance, or a related field and a mutual funds license are required. Candidates should have at least three years of experience in personal banking, relationship management, lending, and financial advisory, including portfolio growth and complex client needs.

Skills

Personal Banking
Relationship Management
Portfolio Growth
Business Development
Personal Lending
Mortgage Lending
Home Equity Lines of Credit
Financial Advisory
Mutual Fund Investment Advice
Investment Transactions
Member Service
Cross-Selling
Up-Selling
Collaboration with Specialists

Benefits

Competitive Salary
Benefits Package
Pension Plan
Incentive Programs
Generous Vacation Time
Employee Wellness Program
Employee and Family Assistance Program
Fitness Club Discounts
Technology Offers
Travel and Entertainment Deals
Staff Banking Specialists
Staff Accounts and Rates
Tuition Assistance
Career Advancement Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Personal Banking
Relationship Management
Portfolio Management
Portfolio Growth
Business Development
Personal Lending
Mortgages
Home Equity Lines of Credit
Day-to-Day Banking
Financial Advisory
Mutual Funds License
Mutual Fund Investment Advice
Investment Transactions
Aviso Wealth Solutions
High-Value Members
Complex Financial Needs
Cross-Selling
Up-Selling
Member Loyalty
Deposit Growth
Lending Growth
Investment Growth
Outbound Business Development
Financial Planners
Credit Union
Bachelor's Degree
Diploma in Business or Finance

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